Special Situations 🌐 Newsletter (Jay Singh III)
BIDEN WILL LEAVE THE MIDDLE EAST THIS WEEK WITH NO PUBLIC ANNOUNCEMENTS ON INCREASING OIL SUPPLY. $USO $UCO $OXY $XLE $XOP

Surprise. Surprise.
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Morning Brew ☕️
Happy 16th Birthday to our friend Twitter, which launched on this day in 2006.

When did you join this hellscape? https://t.co/YRl9AQpbOd
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Morning Brew ☕️
Learn the basics of crypto and impress your friends in the next metaverse group outing 🫡

Paid partnership with @eToroUS

https://t.co/7A5B1bF6s6
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Special Situations 🌐 Newsletter (Jay Singh III)
Jim Caron $MS fixed income portfolio manager: we could be in a recession already, will have a deeply inverted yield curve, led by 2s10s. Yes, we are in a slowdown and still will not be able to bring down inflation fast enough.
Transitory stag-flation?
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Frederik Gieschen
"Common characteristics in probabilistic fields. Not just investors but poker players, handicappers, sports managers share many of the same qualities. Whether or not you're investing yourself, there's still a great deal we can draw from it." @mjmauboussin
https://t.co/9Sp6EgnBkO
You can find the full conversation here👇

https://t.co/2ESoXo5s5d - Frederik Gieschen
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Special Situations 🌐 Newsletter (Jay Singh III)
$BLK BlackRock's Rick Rieder starting to buy high yield credit, no choice at that AUM size $HYG $JNK
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Rolf Degen
Psychopathic traits, particularly meanness and impulsivity, were protective against PTSD. https://t.co/mbo4IxUjQr https://t.co/S6DR4xRVC6
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Meb Faber
Best Investment Writing Volume 6!

Today we kick off Episode 1 with @verdadcap with "Emerging Markets Crisis Investing"

https://t.co/FYQthi7Ym1 https://t.co/IUEUh844t3
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Morning Brew ☕️
"Ok boomer" https://t.co/q1j2R7yAon
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Morning Brew ☕️
when the work day is crawling https://t.co/iqh7sG7XLs
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